ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 384 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $346 | -26.4% | 7,458 | -26.0% | 0.06% | -24.1% |
| Q2 2023 | $470 | -21.5% | 10,073 | -20.7% | 0.08% | -24.8% |
| Q1 2023 | $599 | -10.9% | 12,709 | -11.3% | 0.10% | -13.2% |
| Q4 2022 | $672 | -99.9% | 14,322 | -10.4% | 0.12% | -20.9% |
| Q3 2022 | $733,000 | -22.3% | 15,985 | -19.7% | 0.15% | -23.1% |
| Q2 2022 | $943,000 | -9.1% | 19,905 | -7.0% | 0.20% | 0.0% |
| Q1 2022 | $1,037,000 | -10.4% | 21,397 | -6.7% | 0.20% | -6.6% |
| Q4 2021 | $1,157,000 | -21.9% | 22,943 | -20.9% | 0.21% | -20.5% |
| Q3 2021 | $1,482,000 | -1.4% | 29,017 | -1.0% | 0.27% | -2.2% |
| Q2 2021 | $1,503,000 | -14.7% | 29,309 | -14.7% | 0.27% | -20.3% |
| Q1 2021 | $1,761,000 | -13.7% | 34,340 | -13.1% | 0.34% | -19.6% |
| Q4 2020 | $2,040,000 | -13.7% | 39,504 | -13.8% | 0.43% | -20.9% |
| Q3 2020 | $2,364,000 | -10.1% | 45,853 | -10.3% | 0.54% | -10.7% |
| Q2 2020 | $2,630,000 | +1.8% | 51,107 | -0.1% | 0.61% | -15.1% |
| Q1 2020 | $2,583,000 | +5.1% | 51,143 | +4.9% | 0.71% | +16.1% |
| Q4 2019 | $2,458,000 | +62.6% | 48,776 | +62.8% | 0.62% | +48.2% |
| Q3 2019 | $1,512,000 | +350.0% | 29,955 | +349.3% | 0.42% | +351.1% |
| Q2 2019 | $336,000 | – | 6,667 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 351,191 | $17,732,000 | 10.84% |
| Divergent Wealth Advisors | 632,455 | $31,933,000 | 9.89% |
| Old North State Trust, LLC | 269,362 | $13,600,000 | 9.22% |
| BCM ADVISORS, LLC | 365,872 | $18,473,000 | 7.95% |
| Courage Miller Partners, LLC | 267,996 | $13,531,000 | 7.46% |
| Lee Financial Co | 512,613 | $25,882,000 | 5.82% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 127,871 | $6,456,000 | 5.12% |
| ARKANSAS FINANCIAL GROUP, INC. | 218,872 | $11,051,000 | 3.92% |
| Abundance Wealth Counselors | 239,263 | $12,080,000 | 3.68% |
| Global Strategic Investment Solutions, LLC | 186,005 | $9,391,000 | 3.67% |